Certificate in Exit Planning Online

Certificate in Exit Planning (CEP)
Online Program

The Certiﬁcate in Exit Planning Online Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certiﬁed Exit Planning Advisor ® (CEPA®) Program. The six-module program was designed to take professional advisors (as well as sales and marketing professionals and colleagues of existing CEPAs) through an ‘exit planning 101’ course that provides an overview of the Value Acceleration Methodology™. Attendees leave the program with a baseline understanding of what exit planning is and how to help business owners plan effectively.

Over the 5-day online, live webinar version of the program, attendees will train in six modules which concentrate on the core elements of the Value Acceleration Methodology and the organizing principle of the methodology called Master Planning. Master Planning has three critical components referred to as the “three legs of the stool”

Maximizing Business Value

Personal Financial Planning

Life After Business Planning

Participants will also learn to describe deliverables at each of the three major gates of the methodology and understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction.

Program Overview

Learning objectives:

After attending this workshop, attendees will able to:

Communicate the benefits of the Value Acceleration Methodology which focuses on identifying, protecting, maximizing, harvesting and managing owner and family wealth

Name and describe the deliverables at each gate of the Value Acceleration Methodology

Describe how the “triggering event” enlightens owners to take action to begin working on their transition process

Describe the three critical components of a successful transition process

Describe the key roles of each of the team members involved in exit planning

State the statistics from the State of Owner Readiness Survey which describes the current state of owner readiness

Describe the market opportunity created by the baby boomer generation age wave

Understand how the exit planner and the “triggering event” creates action and generates business opportunity and deal flow for other professional advisors while significantly improving value and probability of a successful transaction

Participants who have successfully completed the course receive a Certificate in Exit Planning from the Exit Planning Institute.

YOUR EXIT PLANNING 101 COURSE

If you want to dip your toe in the exit planning water, CEP Online is right for you. If you decide to take the Certified Exit Planning Advisor (CEPA) credentialing program within 12 months of taking this course, your CEP fee will be credited toward your CEPA tuition cost as a credit. Learn more about CEPA and how advisors are using exit planning principles to reframe their approach with business owner clients by visitingwww.EarnCEPA.com.

Meet the Presenter

Meet Scott Snider, EPI Vice President, skilled growth specialist, nationally recognized industry leader, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts away from larger competitive companies, and establishing notoriety in his local marketplace. At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who was looking to dominate Northeast Ohio’s exit planning space. Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem. His strategy was integrated, calculated, and educational, prompting high interest and leading prospects to the next crumb in the trail. With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x. Scott Snider knows how to educate clients, achieve market distinction, and deliver real results.

Continuing Education

CEPAs receive 6 CE credits

*Proper documentation must be collected and submitted to qualify for continuing education.

The Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.